Andrew Ward Email & Phone Number

New York City Metropolitan Area

New York, New York, United States

New York, New York, United States

Simplist is a mission-driven consumer fintech company committed to making the dream of homeownership a reality for creditworthy borrowers — including those that don’t fit the traditional mold. With a strong focus on customer experience, we’re simplifying the mortgage process and helping our customers get the best possible deal with the least amount of hassle. We are currently open for business in California, Colorado, Connecticut, Delaware, DC, Florida, Georgia, Illinois, Kentucky, Maine, Minnesota, New Jersey, Ohio and Pennsylvania, and we are expanding fast!

Greater New York City Area

• Developing the new CFI division under First Data as part of the transition to new corporate ownership of my company Security Card Services.• Managing relationships with 5+ First Data bank partners including dozens of bank branches across all 5 boroughs and parts of New Jersey.• Creating opportunities for opening new merchant services accounts for the banks' business customers.• Working directly with business owners to assess their needs and providing a solution-based sales approach to determine what products or software services we offer that would best fit their business.•Maintaining a positive relationship with all customers whose accounts I open as a representative of both First Data as well as their community bank.• Utilizing Salesforce CRM software to track appointments and contact notes for merchants.

Bloomington/Normal, Illinois Area

• Managed an outside sales territory spanning Central IL consisting of 34 bank branches and their business customer accounts.• Educated business owners on ways to save money and simplify their business.• Responsible for dozens of new merchant accounts being opened ranging from small businesses to large businesses processing multi-millions in credit card volume per year.• Opened new accounts totaling over $15 million in annual credit card processing volume.• Maintained customer satisfaction throughout the life of their account with us.• Utilized Salesforce CRM software to track and organize calls, contacts, documents etc.

Oxford, Ms

• Sold products and managed accounts from an inside sales position.• Called on leads from referrer banks that were too small to support a full-time outside sales rep.• Processed incoming legal documents such as contracts and handled sensitive financial information and documents with discretion.• Coordinated with outside sales reps across the country to properly complete applications and open new merchant accounts.Utilized Salesforce CRM software to track appointments and contact notes for merchants.